| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Tiger Global Management | 0.38% | 4,579,646 | HELD |
| First Pacific Advisors | 0.07% | 285,714 | HELD |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
Exited this quarter: Viking Global Investors.
| Institutions holding | 147 of 8,857 filers |
| Long-only filers among them | 144 |
| Change vs 2026 Q1 | +17 net · 144 entered · 127 exited |
| Shares reported, all filers | 107,832,006 |
| Reported value, all filers | $2.0B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
2 insiders bought on the open market in the last 90 days (12 purchases, $1.7M), against 4 sales by 1 insiders ($45.4M). Latest buy: Sep 15, 2026.
CEO/CFO boughtSource: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Insiders
· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
Financial Screens
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
Key figures
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 39.00 · Operating cash flow: $264.0M · Net income: $40.0M
· CEO & CFO Buying — Buy txns: 12 · Buy value: $1.7M · Insiders buying: 2 · Latest buy: Sep 15, 2026
· Insider Net Buying — Buy txns: 12 · Sell txns: 4 · Buy value: $1.7M · Latest buy: Sep 15, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 1 of the last 20 quarterly lists; latest 2026 Q2, ranked #29 of 50.
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